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Investment Manager / Director

Melbourne Permanent AU$204,477 - AU$371,777 per year View Job Description
We are seeking an Investment Analyst to join a thriving organisation in the business services industry. This permanent role is based in Melbourne and offers an excellent opportunity to contribute to accounting and finance operations.
  • Opportunity to take your career to the next level!
  • Small, nimble firm!

About Our Client

This is a high-impact position working closely with senior leadership, with responsibility across the full investment lifecycle - from deal sourcing through to execution, portfolio management, and exit. The role offers significant exposure to investment strategy and the opportunity to directly influence performance outcomes.

Job Description



  • Deal Origination & Execution
    • Identify, source, and evaluate new investment opportunities aligned with the firm's strategy
    • Lead financial modelling, valuation analysis, and investment structuring
    • Conduct detailed due diligence across financial, commercial, legal, and operational aspects
    • Prepare and present investment papers to internal committees and senior stakeholders
    • Lead negotiations and support transaction execution

    Portfolio Management

    • Actively manage and monitor portfolio investments to optimise performance and value creation
    • Work closely with management teams to drive strategic, operational, and financial improvements
    • Track key performance metrics and provide regular reporting to internal stakeholders and investors
    • Support exit strategies, including trade sales, refinancing, or IPO processes

    Stakeholder & Investor Engagement

    • Build and maintain relationships with key stakeholders including investors, advisors, and industry participants
    • Contribute to investor reporting and fundraising initiatives where required
    • Represent the firm in external meetings and industry forums

    Strategy & Leadership

    • Contribute to the development and execution of investment strategy
    • Mentor and support junior team members (Analysts / Associates)
    • Drive continuous improvement in investment processes, governance, and reporting

The Successful Applicant

  • Proven experience in funds management, private equity, infrastructure, real assets, or investment banking
  • Demonstrated track record of executing transactions and managing investments
  • Strong financial modelling and valuation capability
  • Deep understanding of deal structuring, due diligence, and investment lifecycle
  • Experience preparing investment committee papers and presenting to senior stakeholders
  • Tertiary qualification in Finance, Economics, or related discipline
  • CFA, CA, or equivalent highly regarded

What's on Offer

    • End-to-end deal exposure - from origination through to exit
    • High level of autonomy and influence within a growing investment platform
    • Direct access to senior leadership and decision-making
    • Opportunity to shape investment strategy and portfolio performance
    • Strong long-term career trajectory within a high-performing team
    • Competitive remuneration + performance-based incentives (bonus / carry potential)
Contact
Ben Naylor
Quote job ref
JN-012026-6935008
Phone number
+61386166225

Job summary

Function
Banking & Financial Services
Specialisation
Commercial Management & Strategy
Industry
Financial Services
Location
Melbourne
Job Type
Permanent
Consultant name
Ben Naylor
Consultant phone
+61386166225
Job Reference
JN-012026-6935008

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. PageGroup acknowledge and pay our respects to the Traditional Custodians of the land we operate on.